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AMG Europa A

Ranked 253 out of 306 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Birgit Heim

Objective

The investment objective of the fund Europa is principally to attain an increase in value, by means of investments primarily in the European stock markets. The portfolio manager invests primarily in investment securities and claims of companies that are domiciled in Europe or which exercise a predominant proportion of their economic activities in this marktes. The portfolio manager (AMG Fondsverwaltung AG, Zug) will make the selection and weightings at its own desicion. Transaction costs are charged to the Fund assets and thus reduce the earnings of the Fund.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/08/2017 - 31/08/2018
  • Rank 253/306 Total Return
  • Rank 99/306 Standard Deviation
  • Rank 175/306 Max Drawdown
Fund Name Currency Return
251 AAM European Equities E1 CHF

-0.4%

251 First Private Europa Aktien ULM A CHF

-0.4%

253 AMG Europa A CHF

-0.5%

254 SSgA Europe Value Spotlight Fund P CHF

-0.5%

255 Tocqueville Value Europe P CHF

-0.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3% -3.3%
2017 31.3% 7.2% 8.5% 8.0% 4.6%
2016 -5.9% -6.1% -3.3% 4.5% -0.8%
2015 9.1% 1.2% -1.7% 5.1% 4.3%
2014 6.7% 4.0% 4.7% -2.0% 0.0%
2013 11.4% -1.6% -2.4% 7.2% 8.2%
2012 10.2% 7.7% -6.3% 7.2% 1.9%
2011 -16.9% 8.3% -7.3% -19.0% 2.2%
2010 -0.6% 1.5% -15.1% 9.4% 5.6%
2009 19.2% -15.7% 20.9% 16.9% 0.1%
2008 -35.4% -9.3% -2.0% -13.9% -15.7%
2007 -1.8% -3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Switzerland

Fund Info

  • Launch date02/04/2007
  • Share Class size65Mn
  • Base currencyEUR
  • ISIN CH0027940730

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.15%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).